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Fund Overview of Axis Short Duration Fund Regular-idcw Monthly
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₹8,734.2 CrAUM
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₹10.15NAV
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0.97%Expense Ratio
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DebtFund Category
Minimum amount you can invest: ₹500
Maximum amount you can invest: ₹1,00,000
We have used a return rate of 15% for our calculations.
Returns of Axis Short Duration Fund Regular-idcw Monthly
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 1.65% | NA | 1.00% |
| 6 Months | 2.66% | NA | 4.64% |
| 1 Year | 5.34% | 5.34% | 8.71% |
| 2 Years | 15.39% | 7.42% | 8.38% |
| 3 Years | 23.19% | 7.20% | 7.90% |
| 5 Years | 34.98% | 6.18% | 6.75% |
| 7 Years | 60.17% | 6.96% | NA |
| 10 Years | 96.48% | 6.99% | 7.45% |
Dividends are declared by the fund house based on the income generated from the underlying assets. While many mutual funds distribute dividends annually, the payout frequency ultimately depends on the fund house’s decision
Compare Axis Short Duration Fund Regular-idcw Monthly with other mutual funds in the same category
Axis Short Duration Fund Regular-idcw Monthly
Bank Of India Short Term Income Fund Direct-growth
Bank Of India Short Term Income Fund Direct-idcw Monthly
Asset Allocation
debt instruments
97.33%other assets or cash equivalents
2.67%Axis Short Duration Fund Regular-idcw Monthly is one Debt mutual fund offered by Axis Mutual Fund. Launched on 22 Jan 2010, the fund aims Regular income while maintaining liquidity over short term. Investment in debt and money market instruments. It manages assets worth ₹8,734.2 crore as on Sun May 31, 2026. The expense ratio stands at 0.97%. Fund Manager Manager Education Fund Manager Manager EducationAbout Axis Short Duration Fund Regular-idcw Monthly
The portfolio allocation consists of 97.33% in debt instruments, 2.67% in other assets or cash equivalents.Managed by Devang Shah, it has delivered a return of 5.34% in the last year, a total return since inception of 7.48%.
The latest dividend was declared on 27 Apr 2026 at 0.63% of face value.
Depending on individual goals individuals may evaluate best sip to invest during the long-term financial strategy.
Key Metrics of Axis Short Duration Fund Regular-idcw Monthly
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Standard Deviation1.13%
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Sharpe Ratio0.74%
Fund Details
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Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
Bank Of India Short Term Income Fund Direct-growth  |
₹267 | 1.21% | 1.55% | 5.25% | 7.55% | 10.68% |
| Bank Of India Short Term Income Fund Direct-idcw Monthly |
₹267 | 1.21% | 1.55% | 5.25% | 7.55% | 10.68% |
| Bank Of India Short Term Income Fund Direct-idcw Quarterly |
₹267 | 1.21% | 1.55% | 5.25% | 7.55% | 10.68% |
| Bank Of India Short Term Income Fund Regular-growth |
₹267 | 1.15% | 1.39% | 4.65% | 6.97% | 10.16% |
| Bank Of India Short Term Income Fund Regular-idcw Monthly |
₹267 | 1.15% | 1.39% | 4.65% | 6.97% | 10.16% |
| Bank Of India Short Term Income Fund Regular-idcw Quarterly |
₹267 | 1.15% | 1.39% | 4.65% | 6.97% | 10.16% |
| Sundaram Short Duration Fund Direct-growth |
₹187 | 1.10% | 1.61% | 5.41% | 7.47% | 7.97% |
| Sundaram Short Duration Fund Direct-idcw Monthly |
₹187 | 1.10% | 1.61% | 5.41% | 7.47% | 7.97% |
| UTI Short Duration Direct-flexi Idcw |
₹2,405 | 1.15% | 1.58% | 5.23% | 7.44% | 7.57% |
| UTI Short Duration Direct-growth |
₹2,405 | 1.15% | 1.58% | 5.23% | 7.44% | 7.57% |
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More funds from Axis Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
|
Axis Short Duration Fund Direct-growth
|
₹8,734 | 1.23% | 1.79% | 2.93% | 5.90% | 7.77% |
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Axis Short Duration Fund Regular-growth
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₹8,734 | 1.18% | 1.65% | 2.66% | 5.34% | 7.20% |
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Axis Short Duration Fund Direct-idcw
|
₹8,734 | 1.23% | 1.79% | 2.93% | 5.90% | 7.77% |
|
Axis Short Duration Fund Direct-idcw Monthly
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₹8,734 | 1.23% | 1.79% | 2.93% | 5.90% | 7.77% |
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Axis Short Duration Fund Regular-idcw Weekly
|
₹8,734 | 1.18% | 1.65% | 2.66% | 5.34% | 7.20% |
|
Axis Short Duration Fund Direct-idcw Weekly
|
₹8,734 | 1.23% | 1.79% | 2.93% | 5.90% | 7.77% |
growth is based on 1-month returns of the fundsMutual Fund Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| ICICI Prudential Short Term Fund-growth |
₹21,229 | ₹63.63 | 7.31% | 6.47% | 7.27% |
| ICICI Prudential Short Term Fund Direct Plan-growth |
₹21,229 | ₹69.79 | 7.95% | 7.17% | 8.04% |
| ICICI Prudential Short Term Fund-idcw Monthly |
₹21,229 | ₹12.19 | 7.31% | 6.47% | 7.27% |
| ICICI Prudential Short Term Fund Direct Plan-idcw Monthly |
₹21,229 | ₹12.81 | 7.95% | 7.17% | 8.04% |
| Kotak Bond Short Term Fund Direct-growth |
₹15,287 | ₹60.53 | 7.51% | 6.53% | 7.51% |
| Kotak Bond Short Term Fund Regular-growth |
₹15,287 | ₹54.60 | 6.70% | 5.70% | 6.65% |
| Kotak Bond Short Term Fund Direct-idcw |
₹15,287 | ₹16.06 | 7.51% | 6.53% | 7.51% |
| Kotak Bond Short Term Fund Regular-idcw |
₹15,287 | ₹12.12 | 6.70% | 5.70% | 6.65% |
| HDFC Short Term Debt Fund-growth |
₹14,864 | ₹33.79 | 7.31% | 6.28% | 7.22% |
| HDFC Short Term Debt Fund Direct Plan-growth |
₹14,864 | ₹34.98 | 7.64% | 6.66% | 7.53% |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Others Cblo | Unspecified | 3.42% | ₹298.58 Cr |
| Government Of India 36574 Goi 06ot35 6.48 Fv Rs 100 | Entities | 3.13% | ₹273.75 Cr |
| National Bank For Agriculture And Rural Development Sr 25g 7.48 Bd 15sp28 Fvrs1lac | Financial | 2.84% | ₹248.26 Cr |
| Power Finance Corporation Limited Sr 250a 6.61 Bd 15jl28 Fvrs1lac | Financial | 2.80% | ₹244.67 Cr |
| Net Receivables | Unspecified | 2.67% | ₹233.53 Cr |
| Siddhivinayak Securitisation Trust Sd Trust Ptc 15sept25 | 2.38% | ₹207.62 Cr | |
| Government Of India 36320 Goi 18ag55 7.24 Fv Rs 100 | Entities | 2.35% | ₹205.05 Cr |
| National Bank For Agriculture And Rural Development Sr 26f 7.44 Bd 17jl29 Fvrs1lac | Financial | 2.26% | ₹197.82 Cr |
| Small Industries Development Bank Of India Sr V 7.22 Bd 10ap29 Fvrs1lac | Financial | 2.25% | ₹196.89 Cr |
| India Grid Trust Sr Y 7.87 Ncd 24fb27 Fvrs1lac | Industrials | 2.17% | ₹189.76 Cr |
| Jubilant Beverages Limited Ncd 31my28 Fvrs1lac | Consumer Staples | 1.96% | ₹170.99 Cr |
| Punjab National Bank Cd 05feb27 | Financial | 1.58% | ₹137.68 Cr |
| L&t Metro Rail (hyderabad) Limited 7.55 Ncd 28ap35 Fvrs1lac | Industrials | 1.39% | ₹121.23 Cr |
| Shivshakti Securitisation Trust Ss Trust Ptc 15sept25 | 1.32% | ₹114.93 Cr | |
| Bajaj Finance Limited 7.3763 Ncd 26ju28 Fvrs1lac | Financial | 1.30% | ₹113.44 Cr |
| India Universal Trust Al1 Sec. Debt 8.20 20/09/2030 | Unspecified | 1.29% | ₹112.78 Cr |
| Government Of India 36185 Goi 07jl40 6.68 Fv Rs 100 | Entities | 1.20% | ₹104.96 Cr |
| Small Industries Development Bank Of India Sr Ix 7.68 Bd 10ag27 Fvrs1lac | Financial | 1.18% | ₹102.83 Cr |
| Mahindra And Mahindra Financial Services Limited Sr Ac2026 Rr Ncd 18my29 Fvrs1lac | Financial | 1.15% | ₹100.40 Cr |
| Tvs Holdings Limited 8.65 Ncd 07ju29 Fvrs1lac | Consumer Discretionary | 1.15% | ₹100.12 Cr |
Top Debt Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| Bank Of India Short Term Income Fund Direct-growth |
₹30.65 | 7.55% | 10.68% | - |
| Bank Of India Short Term Income Fund Direct-idcw Monthly |
₹14.90 | 7.55% | 10.68% | - |
| Bank Of India Short Term Income Fund Direct-idcw Quarterly |
₹14.13 | 7.55% | 10.68% | - |
| Bank Of India Short Term Income Fund Regular-growth |
₹28.04 | 6.97% | 10.16% | - |
| Bank Of India Short Term Income Fund Regular-idcw Monthly |
₹14.39 | 6.97% | 10.16% | - |
| Bank Of India Short Term Income Fund Regular-idcw Quarterly |
₹14.18 | 6.97% | 10.16% | - |
| Sundaram Short Duration Fund Direct-growth |
₹50.63 | 7.47% | 7.97% | - |
| Sundaram Short Duration Fund Direct-idcw Monthly |
₹13.19 | 7.47% | 7.97% | - |
| UTI Short Duration Direct-flexi Idcw |
₹19.67 | 7.44% | 7.57% | - |
| UTI Short Duration Direct-growth |
₹35.60 | 7.44% | 7.57% | - |
growth is based on 5Y returns of the funds
Frequently Asked Questions
Axis Short Duration Fund Regular-idcw Monthly
What is the current AUM of Axis Short Duration Fund Regular-idcw Monthly?
As of Sun May 31, 2026, Axis Short Duration Fund Regular-idcw Monthly manages assets worth ₹8,734.2 crore
How has Axis Short Duration Fund Regular-idcw Monthly performed recently?
- 3 Months: 1.65%
- 6 Months: 2.66%
What is the long-term performance of Axis Short Duration Fund Regular-idcw Monthly?
- 3 Years CAGR: 7.20%
- 5 Years CAGR: 6.18%
- Since Inception: 7.48%
What is the portfolio composition of Axis Short Duration Fund Regular-idcw Monthly?
Debt: 97.33%, Others: 2.67%.
Who manages Axis Short Duration Fund Regular-idcw Monthly?
Axis Short Duration Fund Regular-idcw Monthly is managed by Devang Shah from Axis Mutual Fund.
When was the last dividend declared by Axis Short Duration Fund Regular-idcw Monthly?
Latest dividend was declared on 27 Apr 2026 at 0.63% of face value.
Which are the top companies Axis Short Duration Fund Regular-idcw Monthly has invested in?
- Others CBLO – 3.42% of the fund's portfolio
- GOVERNMENT OF INDIA 36574 GOI 06OT35 6.48 FV RS 100 – 3.13% of the fund's portfolio
- NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT SR 25G 7.48 BD 15SP28 FVRS1LAC – 2.84% of the fund's portfolio
- POWER FINANCE CORPORATION LIMITED SR 250A 6.61 BD 15JL28 FVRS1LAC – 2.80% of the fund's portfolio
- Net Receivables – 2.67% of the fund's portfolio
Which are the major sectors Axis Short Duration Fund Regular-idcw Monthly focuses on?
- Financial – 15.36% of the fund's portfolio
- Unspecified – 7.38% of the fund's portfolio
- Entities – 6.68% of the fund's portfolio
- Other – 3.69% of the fund's portfolio
- Industrials – 3.56% of the fund's portfolio
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